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Principal Securities’s Loar Holdings LOAR Stock Holding History

Principal Securities’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$1.04K – 3599
2025
Q3 		$1.04K Hold
13
– – ﹤0.01% 3398
2025
Q2 		$1.12K Hold
13
– – ﹤0.01% 3310
2025
Q1 		$961 Hold
13
– – ﹤0.01% 3222
2024
Q4 		$961 Hold
13
– – ﹤0.01% 3215
2024
Q3 		$970 Buy
13
+7
+117% +$464 ﹤0.01% 3147
2024
Q2 		$320 Buy
+6
New +$325 ﹤0.01% 3256

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Principal Securities's LOAR Position: Q4 2025 in Review

Principal Securities sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 13 shares — an estimated $1.04K sold.

Principal Securities first reported a position in LOAR in Q2 2024 and held it in 6 quarters. The position peaked at $1.12K in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Principal Securities reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 13 Loar Holdings shares in Q4 2025, an estimated $1.04K.
  • Principal Securities first reported a position in Loar Holdings in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Loar Holdings position peaked at $1.12K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.